Adding a product is similar to setting up a billable item. The biggest difference between the two is that products can have stock levels, while billable items can't.

Like billable items, you can sell products to patients by including them on an invoice—and when you do this, the stock levels will automatically adjust! 

This article will walk you through how to add a product into your Cliniko account.

Adding a product

Head to the Products tab, and then hit that Add product button:

On the next page, you'll be able to fill in the different fields for your product—name, price, and more:

☝️Note: You're not required to include an item code, serial number, cost price, or notes—but we recommend including at least the cost price, as this will make it easier if you want to compare what you've spent to what you're earning on those products!

Hit that Create product button, and you'll see your new product:

It will also live in your main list of products, too:

That's all you need to do! When you sell a product, it will adjust the stock level automatically. However, you can also manually adjust the stock level—either through the addition of an expense, or through the product itself.

Do you need to make changes to any of your products? Head over here to learn how to edit, archive, and or adjust their quantities. We'll also walk you through the process of selling a product!

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